Wealth Service Associate — Elite Client Experience

Amegy Bank of Texas; Northern (KY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Paid Time Off and Holidays

401(k) plan with company match

Life and Disability Insurance

Tuition Reimbursement

Job summary

Amegy Bank is seeking a Wealth Service Associate to support Wealth Advisors across defined client segments. The role emphasizes accurate service, onboarding, and ongoing account maintenance, using Salesforce FSC and data tools to deliver a high-quality client experience.

Located in multiple markets, the position requires strong written and verbal communication, a customer-first mindset, and the ability to work in a team-based environment with adherence to governance and regulatory standards.

Qualifications

• High School diploma or equivalent required or as stated in the posting.
• Experience in account servicing, sales or customer service in financial services preferred.
• Good customer service skills with strong communication and empathy.
• Detail oriented and able to work under pressure to meet deadlines.

Responsibilities

• Deliver client service aligned to defined segmentation models.
• Utilize Salesforce FSC to manage service requests and track interactions.
• Assist wealth advisors with onboarding, cash flows, maintenance and closing of accounts.
• Resolve client account questions and ensure regulatory compliance.
• Support standardized processes and continuous improvement initiatives.

Skills

Customer service

Communication skills

Salesforce FSC

Data analytics

Teamwork

Office software

Education

High School diploma or equivalent

Series 7 & 66 licenses preferred

Life and health licenses preferred

Tools

Salesforce FSC

Copilot

Office software

Job description

Amegy Bank is seeking a Wealth Service Associate to support Wealth Advisors across defined client segments. The role emphasizes accurate service, onboarding, and ongoing account maintenance, using Salesforce FSC and data tools to deliver a high-quality client experience.

Located in multiple markets, the position requires strong written and verbal communication, a customer-first mindset, and the ability to work in a team-based environment with adherence to governance and regulatory standards.